Strategic Insurance Growth Consultant

Boardroom Appointments; Gqeberha; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Boardroom Appointments is seeking a Business Development Consultant in South Africa to drive lead generation and deliver professional short-term insurance advice. The role requires Matric, FSCA qualification, RE5, and 3+ years of sales experience, with own vehicle and license.

Responsibilities include needs analysis, weekly reporting on leads and premiums, and staying compliant with regulations while delivering expert product guidance to clients.

Qualifications

• Matric/Grade 12 is required.
• FSCA qualification per the official list.
• FAIS RE5 regulatory examination required.
• Minimum 3 years short-term insurance sales experience.
• Own vehicle and valid driver''s license.

Responsibilities

• Source lead-generating opportunities to meet targets.
• Contact clients to perform needs analysis and provide professional advice.
• Submit weekly reports on leads, quotes, sales, source of leads, average premium and total premium.
• Stay informed on product comparisons and changes.
• Maintain compliance with insurance regulations and ethics.
• Keep knowledge up-to-date to provide specialist advice.

Skills

Lead generation

Needs analysis

Regulatory compliance

Professional advice

Education

Matric/Grade 12

FSCA qualification list

FAIS RE5

CPD points 12

3+ years insurance sales

Job description

Boardroom Appointments is seeking a Business Development Consultant in South Africa to drive lead generation and deliver professional short-term insurance advice. The role requires Matric, FSCA qualification, RE5, and 3+ years of sales experience, with own vehicle and license.

Responsibilities include needs analysis, weekly reporting on leads and premiums, and staying compliant with regulations while delivering expert product guidance to clients.